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Processus Wealth & Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Processus Wealth & Capital Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.65M Buy
46,478
+580
+1% +$91.5K 4.53% 6
2026
Q1 		$6.69M Sell
45,898
-59
-0.1% -$8.76K 4.54% 5
2025
Q4 		$6.48M Buy
45,957
+1,261
+3% +$176K 4.27% 5
2025
Q3 		$6.24M Sell
44,696
-6,165
-12% -$843K 4.48% 5
2025
Q2 		$6.72M Buy
50,861
+84
+0.2% +$10.5K 5.31% 5
2025
Q1 		$6.4M Buy
50,777
+1,125
+2% +$146K 5.45% 5
2024
Q4 		$6.42M Buy
49,652
+1,185
+2% +$159K 5.12% 5
2024
Q3 		$6.41M Buy
48,467
+125
+0.3% +$15.8K 5.28% 5
2024
Q2 		$5.84M Buy
48,342
+536
+1% +$65.1K 4.84% 5
2024
Q1 		$5.99M Buy
47,806
+9,758
+26% +$1.15M 5.31% 4
2023
Q4 		$4.42M Buy
+38,048
New +$4.05M 4.42% 5

Other funds holding IWS

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LL
LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Processus Wealth & Capital Management's IWS Position: Q2 2026 in Review

Processus Wealth & Capital Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.3% in Q2 2026, buying an estimated $91.5K and bringing the position to 46,478 shares worth $7.65M. The position accounts for 4.53% of the portfolio, ranked #6.

Processus Wealth & Capital Management first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. 335 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Processus Wealth & Capital Management held 46,478 shares of iShares Russell Mid-Cap Value ETF worth $7.65M as of Q2 2026.
  • Processus Wealth & Capital Management bought 580 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $91.5K.
  • iShares Russell Mid-Cap Value ETF made up 4.53% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #6 holding.
  • Processus Wealth & Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.